Back to filter
Original filing (PDF)20251014151945NAL0001573811001
COMMUNITY ACTION PROGRAM BELKNAP-MERRIMACK COUNTIES, INC.
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PROGRAM BELKNAP AND MERRIMACK COUNTIES, INC.
401(k) retirement plan
Active participants
341
Accounts w/ balance
225
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
1 pooled trust
Schedule D
45 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 66% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY ACTION PROGRAM BELKNAP-MERRIMACK COUNTIES, INC..
Plan sponsor
Name
COMMUNITY ACTION PROGRAM BELKNAP-MERRIMACK COUNTIES, INC.
EIN
02-0270376
Address
8 OLD SUNCOOK RD · CONCORD, NH · 033018520
Phone
(603) 225-3295
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LEONE, MCDONNELL & ROBERTS P.A
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $3K | — |
Investments
45 direct securities · 1 pooled fund· $17.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$9.2M
45 holdings
Pooled Separate Account
$8.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $8.4M | 91.0% | |
| Mutual of America Life Insurance Company Mutual of America 2025 Retirement Fund n/a | — | — | — | $1.8M | 19.4% | |
| Mutual of America Life Insurance Company Mutual of America 2045 Retirement Fund n/a | — | — | — | $1.1M | 11.8% | |
| Mutual of America Life Insurance Company Mutual of America 2040 Retirement Fund n/a | — | — | — | $933K | 10.1% | |
| Mutual of America Life Insurance Company Mutual of America Interest Accumulation n/a | — | — | — | $828K | 9.0% | |
| Mutual of America Life Insurance Company Mutual of America Retirement Income Fund n/a | — | — | — | $666K | 7.2% | |
| Mutual of America Life Insurance Company Mutual of America 2030 Retirement Fund n/a | — | — | — | $557K | 6.0% | |
| Mutual of America Life Insurance Company Mutual of America 2035 Retirement Fund n/a | — | — | — | $494K | 5.4% | |
| Mutual of America Life Insurance Company Mutual of America 2060 Retirement Fund n/a | — | — | — | $456K | 4.9% | |
| Mutual of America Life Insurance Company T. Rowe Price Blue Chip Growth Portfolio n/a | — | — | — | $312K | 3.4% | |
| Mutual of America Life Insurance Company Mutual of America 2020 Retirement Fund n/a | — | — | — | $281K | 3.1% | |
| Mutual of America Life Insurance Company Mutual of America 2050 Retirement Fund n/a | — | — | — | $267K | 2.9% | |
| Mutual of America Life Insurance Company Mutual of America 2055 Retirement Fund n/a | — | — | — | $200K | 2.2% | |
| Mutual of America Life Insurance Company Vanguard VIF Diversified Value Portfolio n/a | — | — | — | $177K | 1.9% | |
| Mutual of America Life Insurance Company Fidelity VIP Equity-Income Portfolio n/a | — | — | — | $144K | 1.6% | |
| Mutual of America Life Insurance Company PIMCO VIT Real Return Portfolio n/a | — | — | — | $122K | 1.3% | |
| Mutual of America Life Insurance Company Mutual of America Mid-Term Bond Fund n/a | — | — | — | $109K | 1.2% | |
| Mutual of America Life Insurance Company Mutual of America Equity Index Fund n/a | — | — | — | $106K | 1.2% | |
| Mutual of America Life Insurance Company Vanguard VIF Total Bond Market Index Portfolio n/a | — | — | — | $103K | 1.1% | |
| Mutual of America Life Insurance Company Mutual of America Composite Fund n/a | — | — | — | $67K | 0.7% | |
| Mutual of America Life Insurance Company Mutual of America Mid-Cap Equity Index n/a | — | — | — | $56K | 0.6% | |
| Mutual of America Life Insurance Company Mutual of America Money Market Fund n/a | — | — | — | $51K | 0.6% | |
| Mutual of America Life Insurance Company American Century VP Capital Appreciation n/a | — | — | — | $42K | 0.5% | |
| Mutual of America Life Insurance Company Vanguard VIF Real Estate Index Portfolio n/a | — | — | — | $41K | 0.4% | |
| Mutual of America Life Insurance Company Goldman Sachs VIT US Equity Insights n/a | — | — | — | $38K | 0.4% | |
| Mutual of America Life Insurance Company Calvert VP SRI Balanced Portfolio n/a | — | — | — | $37K | 0.4% | |
| Mutual of America Life Insurance Company Mutual of America 2065 Retirement Fund n/a | — | — | — | $27K | 0.3% | |
| Mutual of America Life Insurance Company Fidelity VIP Contrafund Portfolio n/a | — | — | — | $26K | 0.3% | |
| Mutual of America Life Insurance Company Mutual of America Conservative Allocation Fund n/a | — | — | — | $23K | 0.2% | |
| Mutual of America Life Insurance Company Mutual of America Bond Fund n/a | — | — | — | $23K | 0.2% | |
| Mutual of America Life Insurance Company Vanguard VIF International Portfolio n/a | — | — | — | $19K | 0.2% | |
| Mutual of America Life Insurance Company Invesco Oppenheimer V.I. Main Street n/a | — | — | — | $18K | 0.2% | |
| Mutual of America Life Insurance Company Goldman Sachs VIT Small Cap Equity Insights n/a | — | — | — | $16K | 0.2% | |
| Mutual of America Life Insurance Company MFS VIT III Mid Cap Value Portfolio n/a | — | — | — | $13K | 0.1% | |
| Mutual of America Life Insurance Company Mutual of America Aggressive Allocation n/a | — | — | — | $11K | 0.1% | |
| Mutual of America Life Insurance Company DWS Capital Growth VIP n/a | — | — | — | $11K | 0.1% | |
| Mutual of America Life Insurance Company Mutual of America International Fund n/a | — | — | — | $10K | 0.1% | |
| Mutual of America Life Insurance Company Fidelity VIP Mid Cap Portfolio n/a | — | — | — | $9K | <0.1% | |
| Mutual of America Life Insurance Company Delaware VIP Small Cap Value Series n/a | — | — | — | $9K | <0.1% | |
| Mutual of America Life Insurance Company Victory RS Small Cap Growth Equity VIP n/a | — | — | — | $9K | <0.1% | |
| Mutual of America Life Insurance Company American Funds IS New World Fund n/a | — | — | — | $8K | <0.1% | |
| Mutual of America Life Insurance Company Mutual of American Mid Cap Value Fund n/a | — | — | — | $8K | <0.1% | |
| Mutual of America Life Insurance Company Mutual of America Small Cap Growth Fund n/a | — | — | — | $6K | <0.1% | |
| Mutual of America Life Insurance Company Mutual of America Moderate Allocation n/a | — | — | — | $5K | <0.1% | |
| Mutual of America Life Insurance Company Mutual of America All America Fund n/a | — | — | — | $2K | <0.1% | |
| Mutual of America Life Insurance Company Mutual of America Small Cap Equity Index Fund n/a | — | — | — | $1K | <0.1% |
Related plans
Other plans using MUTUAL OF AMERICA INVESTMENT CORP
ILLINOIS INSTITUTE OF TECHNOLOGY
ILLINOIS INSTITUTE OF TECHNOLOGY TAX DEFERRED ANNUITY PLAN
$598.0M · 1,035 participants
EMPLOYSHARE, INC.
EMPLOYSHARE, INC. 401(K) PROFIT SHARING PLAN
$78.0M · 671 participants
SEA-MAR COMMUNITY HEALTH CENTERS
EMPLOYEE BENEFIT PLAN OF SEA-MAR COMMUNITY HEALTH CENTERS
$73.3M · 2,704 participants
BALDOR SPECIALTY FOODS, INC.
BALDOR SPECIALTY FOODS, INC. 401(K) PROFIT SHARING PLAN
$67.6M · 3,399 participants
SPECIAL SERVICE FOR GROUPS, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF SPECIAL SERVICE FOR GROUPS, INC.
$62.8M · 2,487 participants
RICHARD J. CARON FOUNDATION
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION
$61.0M · 648 participants
Similar-size Health Care & Social Assistance plans
SOLDIER ON, INC.
SOLDIER ON 403(B) PLAN
$9.2M · 181 participants
PEOPLE WORKING COOPERATIVELY, INC.
PEOPLE WORKING COOPERATIVELY, INC. 401(K) PLAN
$9.3M · 121 participants
EDESIA, INC.
EDESIA INC. RETIREMENT SAVINGS PLAN
$9.1M · 147 participants
HAWKEYE AREA COMMUNITY ACTION PROGRAM, INC.
HAWKEYE AREA COMMUNITY ACTION PROGRAM RETIREMENT PLAN
$9.0M · 391 participants
AADVANTAGE, INC.
AADVANTAGE INC. 401(K) PLAN
$9.0M · 577 participants
SWORDS TO PLOWSHARES
SWORDS TO PLOWSHARES 403(B) PLAN
$9.5M · 188 participants
Large plans in New Hampshire
DARTMOUTH HEALTH
DARTMOUTH HEALTH 403(B) PLAN
$1.7B · 14,331 participants
TRUSTEES OF DARTMOUTH COLLEGE
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE
$1.1B · 4,433 participants
DARTMOUTH HEALTH
DARTMOUTH-HITCHCOCK RETIREMENT PLAN
$1.1B · 9,655 participants
HYPERTHERM, INC.
HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN
$1.1B · 1,450 participants
DARTMOUTH-HITCHCOCK CLINIC
DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN
$971.5M · 10,995 participants
TRUSTEES OF DARTMOUTH COLLEGE
401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF
$933.3M · 4,336 participants